
Here’s What You Get:
With Your Travel Planning Business, you’ll learn how to:
- Start a travel planning business without expensive certifications or years of trial-and-error
- Get clients who pay you directly for your expertise and trip-planning skills
- Confidently design itineraries that wow clients and save you hours
- Attract clients consistently without needing a big audience or paid ads
- Earn more by combining planning fees with affiliate income and upsells
And you’ll be able to do all of this without…
- Spending thousands on travel agent certifications and host agency fees
- Relying on Instagram or TikTok posts that rarely convert into paying clients
- Wasting hours on free tips that contradict each other and leave you more confused than when you started
- Starting from scratch with no templates, systems, or guidance
- Earn more by combining planning fees with affiliate income and upsells
What’s Included In Your Travel Planning Business?
Module 1: Introduction to Travel Planning
- Welcome & Intro
- What a Travel Planner Is (and Isn’t) & How It’s Different From a Travel Agent
- Tools You’ll Need To Launch Your Travel Planning Business
Module 2: The Travel Planning Process (Step-by-Step)
- How to Get Clear on Your Client’s Goals, Budget, and Style
- Sample Intake Form and Questionnaire
- The Top Research Tools for Travel Planners
- How To Handle Destinations You Haven’t Visited
- Creating Optionality: Budget vs High-End & “Choose Your Own Adventure” Itineraries
- Managing Timelines, Expectations, and Boundaries
Module 3: Pricing, Packages, and Delivering Your Service
- How to Price Your Services (Hourly vs Package vs Per-Day)
- Tiered Packages (Basic Planning, Premium Add-Ons, VIP Concierge-Like Options)
- How to Communicate Value (Especially If You’re Not Booking for Them)
- Client Contracts, Terms, and Deposits
- How To Deliver Your Clients’ Itineraries
- Travel Planner Automation Tools For Saving Time
Module 4: Creating a Wow-Worthy Client Experience
- AI vs Human Content: Why Your Voice Matters
- How to Organize Your Trip Plans Beautifully
- How to Handle Discovery Calls Like a Pro
- Tools For Creating Beautiful Itineraries (Canva, Notion Templates, & Travefy)
- Branding Your Client Experience (Personalized Touches, Surprises, Added Value)
- How To Land Repeat Clients & Gain Referrals (Email Templates & More)
- Surprise & Delight Strategies
- Thank You Packages That Spark Referrals
- Client Follow-Up Templates & Processes
Module 5: Marketing Your Services (Website, SEO, Social, and More)
- Website Structure: What Pages You Really Need
- How To Create Blog Post Content That Gets Readers and Clients (SEO for Travel Planners)
- Using Pinterest to Promote Your Trip-Planning Services
- Facebook Groups vs. Pages: How to Use Both for Your Travel Planning Business
- Short-Form Visibility: TikTok, YouTube Shorts, and Reels
- Using Email Newsletters to Nurture and Gain More Clients
- Using Flipboard to Grow Your Client Base
- How To Run Paid Ads on Facebook to Get More Clients
- How to Use Your Blog (If You Have One) to Bring in Planning Clients
Module 6: Optimizing Your Website for Conversions
- How To Use Your Website As A Billboard
- Creating a “Work With Me” Page that Converts
- High-value Freebies That Turn Readers Into Clients
- Client Inquiry Systems (Forms, Booking Platforms, CRM tools)
- Booking Flow: How to Make It Smooth
Module 7: Additional Income Streams for Travel Planners
- Affiliate Marketing as a Planner (How To Use Your Links Inside Client Itineraries)
- Top Converting Affiliate Programs You Can Join Today
- Turning Your Blog + Email List into Passive Income
- Monetizing Your Newsletter with Sponsorships
- Making Money From Display Ads (When It’s Worth It and When It’s Not)
- Upsells & Add-On Services to Increase Average Client Value
Module 8: Real Talk & Scaling Tips
- Managing Multiple Clients Efficiently
- Hiring Support: VA or Building a Small Team
- Automation and Outsourcing
- Testimonials and Case Studies: How to Ask, Use, and Share Them
- Long-Term Vision: Digital Products & Group Trip Planning
Bonus: Templates & Resources
- Package Pricing Calculator & Example Service Packages
- Client Intake Form Template
- Sample “Work With Me” Page Template
- Freebie Opt-In Ideas and Templates
- Client-Planner Process Email Templates
- Affiliate Links and Booking Hub Set-Up Guide
- Client Welcome Packet Template
- Client Anniversary Calendar
- Raise Your Rates Toolkit
- 2026 Quarterly Goal Planner
Bonus: Protecting Your Travel Planning Business
- Services Agreement Template
- Terms of Service Template
- Your Role & Responsibilities as a Travel Planner
- Legal Basics for Client Work
- Legal & Business Protections as You Grow
BONUS MODULE: Website Set-Up Guide
- Step-by-step walkthrough to get your website live in a single day, even if you’re not tech-savvy — normally $37, FREE for students!
Bonus: Lifetime Access to the Private Facebook Group
- Get ongoing support, ask questions, and network with other travel planners building their businesses alongside you.





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